Home
cover of episode Determining Your Clients' Retirement Income Style

Determining Your Clients' Retirement Income Style

2024/1/2
logo of podcast Advisor Revelations

Advisor Revelations

Frequently requested episodes will be transcribed first

Shownotes Transcript

In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA). This assessment may help consumers choose the right path for retirement and allows advisors to create a more personalized income strategy that empowers clients. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.